Equity Residential has upgraded its portfolio through the recession and nascent recovery.
UDR paid steep prices to upgrade its portfolio, and might not realize planned-for returns on its pricey acquisitions.The excess supply of homes built in UDR's markets, particularly the less structurally dense locales, during the credit bubble will result in single-family residences becoming rental
AIMCO's pedestrian assets and legacy debt burden complicates growth prospects.
If the economy double dips and job growth stalls, AvalonBay's negotiating power would weaken and it could be forced write down the value of its developments.If long-term interest rates rise more than we expect, the firm's cost of capital would increase, pressuring asset values and reducing cash
The resilience of the campus housing market continues to buoy American Campus Communities.
Cash flows from its retirement properties helps Equity Lifestyle generate relatively steady profits.
The tepid U.S. apartment rental market could pressure Home Properties over the near term.
Senior Housing's solid balance sheet tempers our concerns regarding high tenant concentration.
Home Properties could face pressure from the slowdown in the U.S. rental market.
American Campus Communities should benefit from the relative stability of university housing.